Cascade Wealth Group first came to us needing to better connect with their target market for higher end financial planning. We went through the process of identifying their needs and growth potential and created a plan to move forward with a new perspective.
We were able to conduct brand exercises allowing us to focus in on brand messaging, build a new website with a solid content strategy, and utilize collateral and marketing materials to attract better prospects for client acquisition.
About Cascade Wealth Group
“Cascade was started on the belief that client-centered advice and planning is paramount. After working for large brokerage firms and big banks we realized that sales goals, corporate profit margins, and bottom lines often take the place of the client’s best interests. We feel you deserved better.
Being an independent advisor allows us to make decisions based on what is best for you, every time. We are able to provide a level of service that is unmatched and become your partner. As a partner, we will always place your interests above our own.”